Stock Taper 
PANORAMIC CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coherent, Inc. | COHR | 2.5K | $986.17K |
 Cytokinetics, Incorporated | CYTK | 2.5K | $212.97K |
 Meta Platforms, Inc. | META | 5K | $2.82M |
 Lumentum Holdings Inc. | LITE | 5.64K | $4.84M |
 Micron Technology, Inc. | MU | 10K | $11.54M |
 Modine Manufacturing Company | MOD | 12.87K | $3.44M |
 Boost Run Inc. Class A Common Stock | BRUN | 15K | $582.15K |
 Snowflake Inc. | SNOW | 24.5K | $6.24M |
 Salesforce, Inc. | CRM | 25K | $3.92M |
 Wayfair Inc. | W | 26.23K | $2.42M |
 First Solar, Inc. | FSLR | 32.5K | $7.67M |
 Twilio Inc. | TWLO | 36.48K | $7.53M |
 Amazon.com, Inc. | AMZN | 39.25K | $9.36M |
 Samsara Inc. | IOT | 40K | $1.3M |
 Seagate Technology Holdings plc | STX | 40.27K | $38.87M |
 Five Below, Inc. | FIVE | 42.8K | $7.69M |
 Axsome Therapeutics, Inc. | AXSM | 44K | $10.77M |
 Mobileye Global Inc. | MBLY | 50K | $484K |
 Kura Sushi USA, Inc. | KRUS | 65K | $3.74M |
 NVIDIA Corporation | NVDA | 65.27K | $13.06M |